Investment Analyst - UHNW Portfolio Modeling & Analysis
MAI Wealth Management, Inc.
MAI Wealth Management, Inc. is seeking an Investment Analyst to join our Century City team. This role focuses on portfolio analysis, financial modeling, and translating data into actionable insights for Ultra High Net Worth clients. The Analyst supports Advisors in portfolio construction, reporting, and client requests with precision and quick learning in a fast-paced environment. This position requires five days per week in the office and offers a path toward relevant CFA/ CFP credentials as #J-18808-Ljbffr MAI Wealth Management, Inc.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Investment Analyst - UHNW Portfolio Modeling & Analysis in Los Angeles, CA vacancy
- ...Advisors, a division of MAI Capital, seeks an Investment Analyst with quantitative, analytical, and... ...role for someone who thrives on portfolio analysis, financial modeling, and translating data into actionable insights for UHNW individuals and families. This position...SuggestedWork at office
- Too Lost is seeking a Financial Analyst to own underwriting and deal modeling for catalog and frontline investments in music. You will build and stress-test... ..., and returns, plus ongoing portfolio monitoring and post-close analysis. Remote-friendly, with strong growth...SuggestedRemote job
- ...division of MAI Capital, is seeking an Investment Analyst with excellent quantitative,... ...focused role for someone who thrives on portfolio analysis, financial modeling, and translating data into... ...insights for Ultra High Net Worth (UHNW) individuals and families. As a member...SuggestedWork experience placementWork at office
MAI WEALTH MANAGEMENT, INC.
Los Angeles, CA3 days ago - Pointwealth Capital Management in Encino, CA seeks an experienced Investment Analyst, Trader, or Portfolio Manager to lead daily investment operations, trading, research, and analysis. The role requires 5+ years in portfolio management and a full license (SIE, Series 7,...Suggested
- ...JOB TITLE: Sr. Portfolio Data Analyst LOCATION: Remote (must be open to occasional business travel... ...Perform ad-hoc RCA and remediation analysis through partnership with the relevant... ...establish monitoring for the corporate model Collaborate with Capital Management...SuggestedRemote work
Sunbit
Los Angeles, CAa month ago $95k - $125k
...is seeking a Financial Analyst to be highly involved... ...pressure-testing deal models and forecast assumptions... ...go to the C-suite and investment committee, and... ...IRR, MOIC, and payback analysis across multiple structure... ...Investment materials and portfolio Draft investment...Remote workFlexible hours- AWM Capital Investment Associate Pasadena, CA·Full time Apply for Investment... ...through research, trading, portfolio implementation, and reporting... ...Investment Research & Analysis Support research of public and... ...portfolio creation, adjustments, and model alignment in coordination...Full timeWork at office
$110k - $120k
...Hudson Pacific Properties (HPP) is seeking a Senior Analyst, working from HPP’s corporate headquarters in... ...the Studio Joint Ventures (Studio JV) team with portfolio performance evaluation, key project execution, investment analyses, monthly and quarterly deliverables and...Full timeWork at officeLocal areaHudson Pacific Properties
Los Angeles, CA24 days ago- ...technologies. This role sits within the Strategic Portfolio Management (SPM) team of the Unified... ...near real-timeFinancial & Monetization Modeling: Develop ad-hoc cost-benefit analyses,... ...: 2 to 4 years of experience as a data analyst, financial analyst, strategy analyst, or...Full timeShift work
- A leading middle-market investment bank is seeking a motivated Investment Banking Analyst to join a dynamic team. The analyst will be integral to live transactions, including M&A advisory and financial modeling. Ideal candidates thrive in a fast-paced environment, seeking...
- ...Chicago (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base +... ...live transactions, M&A advisory, financial modeling, due diligence, and client presentations. This...Full timeInternship
$72.7k - $109k
Investment Analyst We are seeking a detail-oriented and motivated Investment Analyst to support... ...Conduct market research and competitive analysis to support leasing strategies and... ...ARGUS (including real estate cash flow modeling), PowerPoint, and Word Solid understanding...Work at officeRemote work- ...professional services, including investment banking, strategic advisory,... ..., develop financial models, and lead workstreams in connection... ...offers a unique opportunity for Analysts to work on projects that... ...modeling and financial statement analysis and strong analytical and...Interim roleWork at officeRemote work
$25 - $30 per hour
...located in Los Angeles is seeking someone to manage their loan portfolio. The ideal candidate should be able to multitask in a fast-... ...from $25 to $30 per hour. Join a well-established team that is invested in your growth and offers a stable work environment with substantial...Hourly payContract work$102.45k - $174.24k
...days) to receive an alert: Sr. Insurance Investments Analyst 35894 We are Farmers - where ambition... ...and optimal construction of portfolios and mandates. Essential Job Functions... ...manager reviews and ad hoc portfolio analysis. Ensure regulatory and risk compliance...Work at officeFlexible hours- ...diverse commercial real estate portfolio . This role is ideal for a... ...(DCF, IRR, NPV, sensitivity analysis) Familiarity with real... ...opportunities Underwrite and present investment opportunities to the... ...Strong analytical and financial modeling skills Excellent written and...Work at office
- ...in Los Angeles is seeking an Analyst, Capital Markets - Industrial to join our premier Investment Sales Advisory team. You’ll participate... ...in underwriting, market analysis, and closing coordination... ...expertise in sophisticated financial modeling and client presentations. You...
$140k - $175k
...Equity Research Analyst Although we value experience... ...Anderson Rudnick Investment Management is a Los Angeles... ...research, shaping portfolio decisions, and contributing... ..., strong financial analysis skills, buy‐side... ...Evaluate various business models within an industry and...Permanent employmentVisa sponsorshipFree visaFlexible hoursVirtus Investment Partners
Los Angeles, CA1 day ago$80k - $120k
...Overview Kayne Anderson Rudnick Investment Management is looking to hire an Investment Performance Analyst based in our Century City... ...performance and risk statistics, portfolio analytics requests,... ...quarterly performance reports and analysis Ensure timely delivery of client...Permanent employmentWork at officeVisa sponsorshipFree visaFlexible hours- RCLCO in California is seeking qualified Analysts and Associates to join their Investments & Portfolio Management team. This role offers the opportunity to underwrite... ...in related fields and have strong quantitative analysis skills. The position includes hybrid work...
$80k - $120k
...Description Kayne Anderson Rudnick Investment Management is looking to hire an Investment Performance Analyst based in our Century City... ...and risk statistics, portfolio analytics requests, fundamental... ...quarterly performance reports and analysis Produce timely delivery of...Permanent employmentWork at officeVisa sponsorshipFree visaFlexible hours- ...Group LP in Los Angeles, CA is seeking an Analyst, Corporate Credit. The role focuses on shaping investment strategy for investment grade corporate bonds through in-depth analysis and clear, actionable recommendations to portfolio managers. Responsibilities include...
$110k - $120k
...speed and agility. This means investing in talent, technologies, and... ...Responsibilities:Conduct detailed analysis and due diligence for new... ...reports, financial models, financial statements, customer... ...closing and liaising with the Portfolio Group by applying in-depth knowledge...Full timeWork experience placementWork at officeLocal areaRemote work- ...experienced Financial & Grants Analyst to support the financial... ...budgeting, forecasting, financial analysis, and organizational planning.... ...across an assigned portfolio of grants, contracts, and restricted... ...analysis and scenario modeling to support planning and informed...Full timeContract workLocal area
St. Joseph Center
Venice, CA4 days ago - ...term care, and we’re hiring the analyst who knows why (and how to fix... ..., acuity, payer mix, labor models, and regulatory impacts.... ...service lines. Provide ad-hoc analysis to support operational decision... ...multi-facility SNF portfolios. Familiarity with reimbursement...Contract workShift work
OPCO Skilled Management
Los Angeles, CA24 days ago - ...Bank is currently seeking a Portfolio Manager for our Cross Border... ...solutions Work with credit analyst in reviewing existing credits... ...Assist with due diligence/analysis with new client relationships... ...Excel for purposes of financial modeling ~ Background in...
East West Bank
Pasadena, CA3 days ago $90k - $110k
...and collaborative Financial Analyst to join our Finance team. In... ...finance professional with strong modeling, reporting, and communication... ...arrangements, and portfolio pricing. Conduct sensitivity... ...appropriate, to enhance financial analysis, streamline reporting, support...Hourly payWork at office$100k - $125k
...oriented and analytical Financial Analyst AVP with 4‑6 years of... ...business results. Prepare variance analysis comparing actual results... ...monitor application development portfolios, project budgets, and spend... ...VLOOKUP/XLOOKUP, and financial modeling. Experience with CoPilot,...Work at officeLocal areaRemote workHome office$90k - $112k
...your name on it The Commercial Analyst will work closely with the... ...production so time goes into the analysis Analyze marketing and promo... ...structured analyses, models, or frameworks Experience building... ...FanDuel Group consists of a portfolio of leading brands across mobile...Temporary workLocal areaWorldwide$72.6k - $117.1k
...Studios seeks a Financial Analyst II to serve as a... ...go beyond traditional analysis to become a trusted advisor... ...that inform strategic investment decisions and resource... ...Evaluate spending portfolios to identify initiatives... ...maintain financial reports, models, and dashboards that...Local areaWorldwideFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Analyst - UHNW Portfolio Modeling & Analysis. Be the first to apply!
Related searches
- investment specialist Los Angeles, CA
- investment officer Los Angeles, CA
- portfolio analyst Los Angeles, CA
- investment analyst Los Angeles, CA
- investment banking analyst Los Angeles, CA
- investment operations Los Angeles, CA
- investment intern (private equity) Los Angeles, CA
- property investment Los Angeles, CA
- infrastructure investment Los Angeles, CA
- investment internship Los Angeles, CA